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Southern Company
SO

Overview Fund Activity

1,990 hedge funds and large institutions have $65.8B invested in Southern Company in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 766 increasing their positions, 699 reducing their positions, and 75 closing their positions.

Holders
1,990
Holders Change
+121
Holders Change %
+6.47%
% of All Funds
28.79%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.32%
New
218
Increased
766
Reduced
699
Closed
75
Calls
$609M
Puts
$370M
Net Calls
+$239M
Net Calls Change
+$71.5M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.94B
2
GQG Partners
2
GQG Partners
Florida
$1.49B
3
BlackRock
3
BlackRock
New York
$7.26B
4
State Street
4
State Street
Massachusetts
$5.31B
5
Amundi
5
Amundi
France
$223M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
1
Mitsubishi UFJ Trust & Banking
Japan
$76.2M
2
Franklin Resources
2
Franklin Resources
California
$1.27B
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$266M
4
CIA
4
ClearBridge Investments (Australia)
Australia
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$572M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
2026
CTC Alternative Strategies
Illinois
– -$341K -4,398 Closed
RRA
2027
Round Rock Advisors
Connecticut
– -$329K -4,246 Closed
AIM
2028
Aigen Investment Management
New York
– -$328K -4,234 Closed
Financial Engines Advisors
2029
Financial Engines Advisors
California
– -$321K -4,138 Closed
TPWA
2030
TRUE Private Wealth Advisors
Oregon
– -$316K -4,074 Closed
WF
2031
Wayfinding Financial
Washington
– -$311K -4,019 Closed
LCM
2032
Laurion Capital Management
New York
– -$305K -3,926 Closed
GIM
2033
Guardian Investment Management
California
– -$303K -3,910 Closed
AW
2034
Alaethes Wealth
Nevada
– -$303K -3,905 Closed
MFS
2035
Mirabella Financial Services
United Kingdom
– -$299K -3,850 Closed
3IP
2036
3Chopt Investment Partners
Virginia
– -$297K -3,828 Closed
OHWA
2037
Oak Hill Wealth Advisors
Virginia
– -$293K -3,775 Closed
BCV
2038
Banque Cantonale Vaudoise
Switzerland
– -$271K -3,484 Closed
AC
2039
Allstate Corporation
Illinois
– -$266K -3,431 Closed
CAM
2040
CenterStar Asset Management
Illinois
– -$262K -3,387 Closed
AI
2041
Accredited Investors
Minnesota
– -$242K -3,121 Closed
MWM
2042
Maripau Wealth Management
Indiana
– -$238K -3,069 Closed
TPA
2043
Trivium Point Advisory
Connecticut
– -$223K -2,874 Closed
W
2044
Wealthquest
Ohio
– -$222K -2,865 Closed
WIM
2045
Warwick Investment Management
Texas
– -$213K -2,747 Closed
HCM
2046
Howland Capital Management
Massachusetts
– -$200K -2,579 Closed
CP
2047
Camelot Portfolios
Ohio
– -$171K -2,200 Closed
RWMG
2048
Redwood Wealth Management Group
New Jersey
– -$149K -1,917 Closed
FFA
2049
First Foundation Advisors
California
– -$127K -1,637 Closed
NFSG
2050
Newbridge Financial Services Group
Florida
– -$106K -1,360 Closed
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